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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,056 | $88,778+145.6% | $81,844+166.4% | $145,884+49.5% |
| Participation rate | 81.0% | 75.1%+5.9pp | 72.4%+8.6pp | 80.3%+0.6pp |
| Annual return | 13.59% | 1033.03%-1019.4pp | 778.87%-765.3pp | 551.85%-538.3pp |
| Employer contribution / active EE | $3,207 | $3,087+3.9% | $2,916+10.0% | $4,662-31.2% |
| Participant deferral / active EE | $9,882 | $4,648+112.6% | $4,323+128.6% | $6,690+47.7% |
| Admin fee / account holder | $2,511 | $8,430-70.2% | $7,355-65.9% | $13,392-81.3% |